CLINIC HQ

14.4. HQ’s Visit Summary & Post Op Template

Every appointment should receive an emailed or printed visit summary detailing the services rendered and any client communication notes.

HQ recommends a custom template instead of the built-in Spay/Neuter Certificate because the custom template is an all-in-one, offers better client communication options, and can be used regardless of whether the surgery was successful.

Download HQ Recommended Templates (follow link and open HQ Templates.) AVAILABLE IN ENGLISH & SPANISH

A good take-home template acts as an all-in-one and has five main parts:

  1. Animal/Owner information such as owner’s address and an animal description.
  2. Services received.
  3. Rabies certificate – lot information — this will only populate if a rabies vaccine was administered and the certificate generated.
  4. Notes about the visit.
  5. Client Communication. This merge field will populate triggered notes based on exam, services, or other pre-written Medical Notes.
  6. Test Results
  7. Declined surgery reasons
  8. Other Merge Fields — based on your clinic’s preference, include the merge fields for the notes you want to be included in the take-home template. Options include Exam, Surgery Summary, prescriptions, drugs used.
  9. Aftercare instructions. — Provide the post-operative instructions for the spay/neuter surgery. This should include:
  • how to care for the animal – limit activity, feed regular diet, keep indoors, keep warm and dry, prevent licking, keep away from other animals.
  • things that are abnormal in recovery/concerns to monitor for
  • what to do if there is a concern with the recovery: who the client should call for post-op concerns or to schedule a recheck.
    (Edit the language of the HQ post-operative instructions or copy/paste your instructions into the Word template before uploading to HQ.)

Use Item Triggered Notes for Aftercare instructions

  • The merge field for Client Communication will produce pre-written notes from Medical Notes.
  • In Settings > Medical Notes create Item Triggered Notes that will provide aftercare instructions for other services performed during the spay/neuter visit.
  • For example, if the animal received a dental cleaning, use the dental cleaning line item to provide a note about any additional monitoring needed or the potential for gum bleeding.
  • This pre-written message will only appear on the visit summary if the animal has a dental on their services.

Assign the Template as a Take Home Template.

Assigning the discharge visit summary as a “Take HomeTemplate” when uploading to Settings > Templates.

  • The discharge paperwork is referred to as a “Take Home Template.” Assigning the discharge paperwork as a take-home document will allow you to email clients their records automatically with Patient Flow Automations.
  • Public clients can request copies of their discharge paperwork through the online Medical Record Request link.
  • Volume Clients can access the visit summary paperwork from their Portal based on settings HERE.